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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (3983)	7/15/2002 12:01:29 AM
From: Gottfried	Read Replies (1) \| Respond to of 95765

RtS, you were right when you expected WCOM's troubles to have a big effect on the market. I was wrong. Now KO announces they will expense options starting Q4. biz.yahoo.com This will put more pressure on other companies to follow suit and should affect their stocks negatively. Gottfried

To: Return to Sender who wrote (3983)	7/15/2002 2:01:24 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95765

RtS, <<So that leaves us with about a 25% drop ahead to get us to the historical PE ratio of 14 or a big acceleration in earnings to pull up those expectations to an actual PE ratio of 14.>> That's true, but how does the market get to that PE of 14 (and possibly even much lower - 9 or 10 maybe?). How long does it take the market to get over the excess. Many people say it will take many months or even several years. In the meantime, there could be many rally's of 20, 30, 50 percent or more. Even though we are pretty well convinced of further market price "lowering" to more "average" levels, the ride might be pretty wild getting there. The week ahead is our first step into the unknown.<g> Don